Franklin Covey
97 hedge funds and large institutions have $324M invested in Franklin Covey in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 7 closing their positions.
759% more call options, than puts
Call options by funds: $953K | Put options by funds: $111K
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
31% more capital invested
Capital invested by funds: $248M → $324M (+$76.1M)
21% more funds holding
Funds holding: 80 → 97 (+17)
1.94% more ownership
Funds ownership: 54.17% → 56.12% (+1.9%)
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$4.88M |
| 2 |
BCM
Brasada Capital Management
Houston,
Texas
|
+$2.52M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.09M |
| 4 |
BlackRock
New York
|
+$2.03M |
| 5 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPERF
Oregon Public Employees Retirement Fund
Tigard,
Oregon
|
-$8.18M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.05M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$681K |
| 4 |
Morgan Stanley
New York
|
-$657K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$597K |
FC Hedge Fund Activity: Q3 2021 in Review
97 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q3 2021, worth a combined $324M — up 31% from $248M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FC positions and 7 closed out — a net gain of 17 holders — while 30 added to existing stakes and 29 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.88M. The largest seller was Oregon Public Employees Retirement Fund, cutting an estimated $8.18M.
- 97 institutional investors held Franklin Covey (FC) as of Q3 2021, up from 80 in Q2 2021.
- Funds reported $324M of Franklin Covey stock for Q3 2021, up 31% quarter-over-quarter.
- 24 funds opened new Franklin Covey positions in Q3 2021 and 7 closed out, a net change of +17 holders.
- The largest Franklin Covey buyer in Q3 2021 was Hillsdale Investment Management, an estimated $4.88M added.
- The largest Franklin Covey seller in Q3 2021 was Oregon Public Employees Retirement Fund, an estimated $8.18M sold.
Based on aggregated 13F filings for Q3 2021.